See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,202 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,393 | $69,231-27.2% | $91,989-45.2% | $67,579-25.4% |
| Participation rate | 86.7% | 78.9%+7.8pp | 78.6%+8.1pp | 71.3%+15.5pp |
| Annual return | 36.26% | 32.03%+4.2pp | 69.02%-32.8pp | 378.56%-342.3pp |
| Employer contribution / active EE | $4,771 | $2,284+108.9% | $3,452+38.2% | $2,148+122.1% |
| Participant deferral / active EE | $10,791 | $5,854+84.3% | $5,923+82.2% | $3,539+204.9% |
| Admin fee / account holder | $6 | $107-94.6% | $7,743-99.9% | $142-95.9% |